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You’ll walk through a three-step wizard the first time you sign in: confirm your business details, review two sample bids against what you actually charge, and publish your rate card. When you finish, your agent can bid projects 24/7 from the rates you locked in. The whole thing takes about three minutes. Nothing is public until you publish — and even then, only what you choose.

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Before you start

You need a Kordless account. If you don’t have one yet, sign up at hq.kordless.ai. You’ll be taken straight to the wizard.

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Step 1 — Review your details

When you sign in for the first time, the wizard asks whether you have a Google Business Profile.
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Choose how to start

Pick Yes — pull from Google to look up your business by phone number or name and city. Kordless pre-fills your name, address, hours, and reviews. Pick No — I’ll answer a few questions if you’d rather enter details by hand — four quick prompts, about a minute.
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Confirm or edit your information

On the Review step, check that your business name, category (your main service), and phone number are correct. Edit any field that looks off — these shape your website, forms, and contact section. Click Continue when everything looks right.
If Google can’t find your business by phone, try searching by name and city. If that still doesn’t match, switch to manual entry — you can connect Google later from Settings → Integrations.

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Step 2 — Calibrate your rates

This is the step that matters most. Kordless seeds your account with real pool-and-spa pricing, then shows you two sample bids — each with a low and high dollar amount. Your job is to adjust these to match what you actually charge. The calibration has two moves: a build or remodel sample (where you adjust the project range) and a weekly maintenance sample (where you adjust the per-pool-size rate). Both reflect the two loops your company runs — project bids and recurring service.
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Review the project bid sample

You’ll see a service, package, and pool size — for example, Fiberglass pool on a Standard (10–20k gal) pool. The Your low and Your high fields are pre-filled. Change them to what you’d actually bid for that project.
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Review the maintenance sample

The second sample shows a weekly maintenance package on a specific pool size. Adjust it to match your per-visit rate.
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Lock in your rates

When both samples look right, click These rates are right — lock them in. This publishes your rate card — the live agent now bids from exactly these numbers. The wizard won’t let you continue until you’ve published.
The deposit amount collected on each accepted bid is shown above the samples. You can change it later in your rate card.
Publishing makes your calibrated rates live. The agent uses them for every bid it sends — automatically for routine jobs, or held for your approval on high-value or unusual requests. You can edit rates anytime in your rate card, and changes take effect immediately.

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Step 3 — See your bid desk live

Once your rates are published, the wizard confirms your bid desk is ready.
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Preview your website

Click See your bid desk live to open your website preview in a new tab. This is what homeowners will see — the chat widget, your services, and the bid flow. Nothing is live yet; this is just a preview.
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Open your HQ

Click Open your HQ to enter your dashboard. This is where you’ll manage bids, check your schedule (Service calendar), review customers (Properties), handle contracts, and manage money.

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If it doesn’t work

You must click These rates are right — lock them in before the Continue button activates. If the button shows “Fix the numbers,” one of your sample bids has a high price lower than its low price — correct it and try again.
If you see a red error at the bottom of the screen during the lookup or manual entry phase, click the option again to retry. Both paths are idempotent — retrying won’t create duplicates.
If “We couldn’t finish setting up your workspace” appears on the last step, click the button again. The finalize step is safe to retry — it won’t double-provision anything.

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Next steps

Connect your channels

Send email from your own domain and put the chat widget on your site.

How bidding works

Understand the path from a homeowner’s first question to a deposited, booked project.